Institutional Ownership Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information about the institutional ownership of Ishares Esg Aware U.S. Aggrega (EAGG). We have compiled data on the 401 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
51,755
shares
|
$2.43 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,774
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 67.75%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
49,887
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
49,585
shares
|
$2.33 Million
0.11% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
44,888
shares
|
$2.11 Million
0.88% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
44,730
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
44,581
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,150
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
44,104
shares
|
$2.07 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
42,538
shares
|
$2 Million
0.28% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,470
shares
|
$2 Million
0.84% of portfolio
|
Q1 2023
Added 13.45%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
41,582
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
40,497
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 36.52%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
40,174
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
39,668
shares
|
$1.86 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
39,295
shares
|
$1.85 Million
1.36% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
39,098
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
38,580
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 38.96%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
36,900
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
36,592
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
36,276
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
35,359
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
35,261
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 30.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,627
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
33,118
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Added 16.24%
|